The 7 F’s of an Exceptional Life & Business

You started your financial advisory firm to lead an exceptional life, grow your income, and make a unique difference in the world. Today, is that what you see?

On your own, distractions and the “busy-ness” of business holds your time hostage. You’re stuck managing details,
not ca$hflow!

The 7 F’s of Financial Business Success represent values common to financial advisors who create thriving businesses that honor, support,and express their life goals. Remember, it’s never too late to make changes that will get you back on track!


Plan your business around your personal values and goals.  This is what will help you create life the type of work-life balance.

“I got so much more out of your 1-hour program than I have gotten from multiple hours of reading and attending seminars on business planning. More programs like this would be excellent.” — M.B, APA, CEBS, Pensacola, FL


No one to answer to, no need to ask permission — well except clients you love working with.  Your firm is easily able to adapt to your schedule.  Best of all, you get to stretch in any direction and meet your own benchmarks.


Enjoy the freedom of choosing how you work, when you work, and what you earn.  You can afford to say “no” to unsuitable prospects.  Every day you work, you’re building your own legacy—on your terms.


Prioritize and delegate. Then focus on cultivating important relationships, spending time with loved ones, and working on philanthropic projects. Oh, and going on longer vacations, too.


Let’s face it, life is short, and we want to enjoy ourselves! Build your business with a great team and clients who energize you.


Wealth and profitability are important measures of a successful business. No less precious are the riches of unique experiences, highly satisfying work, and opportunities to realize your dreams.


A business owner’s life can leave you feeling isolated. Having a spiritual community and/or a group of supportive people you can count on will help you through times of doubt and difficulty.

“After working with Maria for just three months, I tripled my monthly income. Usually, after tax season, I have to look for work. This year, clients were waiting for me to be available.” — T.R., Forensic Accountant,  Everett, WA

Life happens when you’re running a business!  Take an inventory of the 7 F’s of Life and Business Success above and make sure your business plan full-fills your personal vision and supports your life goals.  If not, let’s talk.  If not now, when?

Related: Knowing What to Do Is Not Enough